Version 4.1 by karimpirani on 2014/06/20 10:00

Show last authors
1 **Help page for the Client Assessment Data View Options Page**
2
3
4
5 The Client Assessment Data View Options page allows you to **view **detailed assessment ratings and notes for one of your clients.
6
7
8
9 When you first select a assessment (e.g. CANS as shown in the set of figures below) , you will see it in condensed format:
10
11 [[image:Missing.png||height="517" width="800"]]
12
13
14
15
16
17 **Options available when viewing an assessment :**
18
19
20
21 ~1. The entire assessment can be expanded or collapsed by clicking on the "+" or "-" in the assessment header bar of the assessment page.
22
23 2. Each category section of the assessment can be expanded or collapsed by clicking on the "+" or "-" next to the category name.
24
25
26
27 [[image:Missing.png||width="502"]]
28
29
30
31 3. Print the assessment by clicking on the printer icon in the assessment header bar of the assessment page
32
33 3.1 Print complete - launches the OA-SMR report system to display a complete assessment
34
35 3.2 Print summary - launches the OA-SMR report system to display a summary assessment
36
37 [[image:Missing.png]]
38
39
40
41 4. Select a report by clicking on the Reports dropdown in the assessment header bar.
42
43 4.1 Print Complete - displays a fully expanded version of the assessment for printing, including category, question, score, and comments.
44
45 4.2 Print Summary - displays a condensed version of the assessment for printing, including the category and overall rating for the category (red/yellow/white)
46
47
48
49 5. Display Only High Rated (red), Only High & Medium Rated (red/yellow), or All (white) assessment items using the colored circles in the assessment header bar.
50
51
52
53
54
55 [[image:Missing.png]]
56
57 6. Along the bottom of the page, the following options are also provided:
58
59 6.1 Print - launches the OA-SMR report system to display a complete assessment
60
61 6.3 Edit - Opens the assessment for [[editing options>>doc:editing options]]
62
63 6.4 Submit for Approval - submits the assessment for review by the user's supervisor
64
65 6.5 Submit and Approve - submits and approves the assessment (this option is available depending on the permissions set for your role)
66
67 6.6 Delete - deletes the assessment
68
69
70
71
72
73 7. Caregiver options are described in the [[Survey Caregiver Options Help>>doc:Survey Caregiver Options Help]] page